• Process 401k, health and welfare care plans. Completing and issuing reports to senior managers.• Detect and investigate fraudulent 401k transactions processed through social security numbers • Research account transactions and handle customer escalations for transfer of funds that are mis-posted into correct accounts • Freeze fraudulent accounts • Study markets and values to give customers sound advice and knowledge based advice to clients • Adhere to strict policies and procedures to process and analyze for the completion of all projects • Follow up with clients to resolve and discrepancies and transactions, through direct mail • Facilitate and maintain the work baskets for the team to ensure a balanced work load and to maintain service levels • Preparing weekly quality reports for senior managers • Understand, analyze and present monthly Global Procedure updates to team